Plan Ledger DOL Form 5500 · updated monthly

Hunter-Davisson, Inc.401(k)

HUNTER-DAVISSON, INC. 401(K) TRUST · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.22%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Hunter-Davisson, Inc. reported $39,536 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,260 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.28% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 367th-largest of 1,021 plans among Oregon employers on file, and the 2,055th of 5,337 in construction. In 2024, employees put in $4.08 for every $1.00 the employer contributed; active participation has grown from 118 to 141 since 2022.

Plan summary
Net assets, end of year$19,472,547
Participants with balances173
Active participants141
Employer contributions$318,687
Employee contributions$1,298,653
Employer contribution per active participant$2,260
Average account balance$112,558
Benefits paid to participants$254,854
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.5M · 173 accts · $319K emplr
2023$15.7M · 161 accts · $274K emplr
2022$13.7M · 137 accts · $245K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,186
Investment management$27,350
Total administrative$39,536
The Hunter-Davisson, Inc. 401(k) match · 2024
Employer contribution per active participant$2,260
Median for plans this size$2,416
2024$2,260 per active participant
2023$1,985 per active participant
2022$2,074 per active participant

Hunter-Davisson, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCCORP FINANCIAL GROUP · Claims processing · Recordkeeping$12,186
MARTEL WEALTH ADVISORS · Investment advisory (plan)$27,350

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024STANCCORP FINANCIAL GROUP
2023STANCCORP FINANCIAL GROUP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$39,536 · 0.22%
2023$41,522 · 0.28%
2022$43,202 · 0.28%
All plans at this employer2
HUNTER-DAVISSON, INC. 401(K) TRUST401(k)
HUNTER-DAVISSON, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansConstruction · Oregon
American Heating, Inc. OR$22.1M · 0.23%
Lcg Pence, LLC OR$20.3M · 0.59%
Hoffman Corporation OR$19.0M · 0.26%
James W. Fowler Co. OR$17.5M · 0.70%
Pahlisch Home, Inc. OR$16.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930549473 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.